Gustafsson Wealth Management, Inc.

Overview

Gustafsson Wealth Management, Inc. is an independent registered investment adviser that focuses on serving individual and family clients through financial planning and portfolio management. The firm shows a clear preference for equity exposure, using exchange-traded equities as the primary vehicle for client portfolios. Its fee schedule includes a mix of percentage-of-AUM billing, hourly charges and the option for performance-based fees, which aligns with the firm’s use of active management and relationships with external managers for certain strategies. The adviser maintains a single-office setup and uses a single primary custodian, which supports a streamlined operational model. Investment activity centers on discretionary management for the majority of assets, with a smaller portion held in non-discretionary arrangements. Reported advisory activities emphasize direct portfolio management for individuals and small businesses, supplemented by comprehensive financial planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices